marketing strategy

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 299 other followers

sidebar_tony
invest-in-you
Why Advisers Need To Invest In Their Businesses, Now
by Tony Vidler        For most of my advisory career there has been a very real opportunity for advisers to operate “lifestyle” businesses.  It has enabled them to largely choose when they will work; who they will work with; and how much they will earn.  It has cost little to run and required virtually no […]
Read more.
practice-technology
Using Practice Technology As A Competitive Advantage
by Tony Vidler        In professional services everyone is looking for a competitive edge, and how we implement and use practice technology is an area that often has untapped potential to provide us with business advantages over the competition.   When it comes to deciding HOW you wish to compete strategically there are not that […]
Read more.
happy-client
Creating Happy Clients Is Not Enough
by Tony Vidler        Creating and keeping happy clients IS essential for the success of a professional practice.  There is no question about that.  But is it enough to help a practice grow at a greater than industry average pace?   I don’t believe so.   Being a great practitioner and running an efficient & […]
Read more.
strategic-thinking
Getting Strategic Clarity For Your Practice Is Just Like Giving Advice
by Tony Vidler        The most important business-building step is having a well-defined strategy, yet strategy is one of the most misunderstood concepts in professional services.  It is an area that many advisory firms struggle with, and frequently find themselves without any clearly defined strategy for how they will achieve their business objectives.  That is […]
Read more.
out-of-business
Advisory Firm’s That Are “Going Out Of Business” Without Even Realising It
by Tony Vidler        I have a strong sense that a lot of advisory firms are “going out of business” at the moment and don’t even realise it.   Markets are going well, and commission and fee rates are still at the high end of the scale, and there are still plenty of consumers using […]
Read more.
where-to-compete
Here is how to work out WHERE to compete in the market
by Tony Vidler        A problem for many of todays professionals is figuring where to compete in the market…or rather, which area of expertise or service offering to lead with in their marketing efforts.   Once the target market clients have been worked out (so we know who we want to appeal to) we have […]
Read more.
robo-advice
Cyborgs are the future for Advisers
by Tony Vidler        Becoming cyborgs is the way to go for financial advisers…blending robotics and humans into one organism.   You see, I am convinced that robo-advice models will succeed and prosper. I am also convinced that human advisers will succeed and prosper.   I am further convinced that some of each will fail […]
Read more.
strategic-difference
5 Points Of Competitive Difference
by Tony Vidler        Talking recently with some institutional people the topic of differentiating, or competing successfully, in financial services was raised and I suggested that there were just 5 key areas that one must consider competing in.   To truly excel and outperform the competition I believe that you need to aim to be […]
Read more.
adviser-planning
How will next year be better?
by Tony Vidler        Just one question should be dominating practitioners minds at this stage of the year:   How will next year be better? HOW is the critical word here. Professionals are great at setting goals and targets.  They are great at analysing and doing the numbers that tell them what activity at the […]
Read more.
subject-lines-are-headlines
The Formula For Writing Winning Headlines
by Tony Vidler        Coming up with a winning headline or subject line is the first objective when writing for clients or prospects.  Anything else we have to say in the body of the message just doesn’t really matter if we can’t get their attention and engagement first.   Whether we are writing for a […]
Read more.